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FSB Premier Wealth Management’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

FSB Premier Wealth Management’s Portfolio FDEC Stock Details FDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$840K Sell
15,423
-98
-0.6% -$5.22K 0.24% 109
2026
Q1 		$772K Sell
15,521
-376
-2% -$19.2K 0.24% 100
2025
Q4 		$814K Buy
15,897
+8,099
+104% +$405K 0.26% 97
2025
Q3 		$384K Sell
7,798
-59
-0.8% -$2.83K 0.13% 156
2025
Q2 		$367K Sell
7,857
-823
-9% -$36.3K 0.13% 155
2025
Q1 		$377K Buy
8,680
+2,195
+34% +$98.2K 0.15% 145
2024
Q4 		$289K Buy
+6,485
New +$288K 0.12% 172
2024
Q3 		– Sell
-5,309
Closed -$226K – 205
2024
Q2 		$226K Sell
5,309
-372
-7% -$15.4K 0.1% 168
2024
Q1 		$234K Sell
5,681
-631
-10% -$25.3K 0.11% 160
2023
Q4 		$246K Sell
6,312
-142
-2% -$5.19K 0.12% 147
2023
Q3 		$227K Sell
6,454
-1,158
-15% -$41.9K 0.13% 139
2023
Q2 		$274K Sell
7,612
-180
-2% -$6.2K 0.15% 123
2023
Q1 		$262K Buy
7,792
+1,300
+20% +$42.8K 0.15% 118
2022
Q4 		$206K Buy
+6,492
New +$205K 0.11% 138
2022
Q2 		– Sell
-6,669
Closed -$218K – 130
2022
Q1 		$218K Buy
6,669
+599
+10% +$20.1K 0.11% 126
2021
Q4 		$212K Buy
+6,070
New +$207K 0.09% 123

Other funds holding FDEC

GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM

FSB Premier Wealth Management's FDEC Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its FT Vest US Equity Buffer ETF December (FDEC) stake by 0.63% in Q2 2026, selling an estimated $5.22K and leaving 15,423 shares worth $840K. The position accounts for 0.24% of the portfolio, ranked #109.

FSB Premier Wealth Management first reported a position in FDEC in Q4 2021 and has held it in 16 quarters since. 149 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

  • FSB Premier Wealth Management held 15,423 shares of FT Vest US Equity Buffer ETF December worth $840K as of Q2 2026.
  • FSB Premier Wealth Management sold 98 FT Vest US Equity Buffer ETF December shares in Q2 2026, an estimated $5.22K.
  • FT Vest US Equity Buffer ETF December made up 0.24% of FSB Premier Wealth Management's portfolio in Q2 2026, its #109 holding.
  • FSB Premier Wealth Management first reported a position in FT Vest US Equity Buffer ETF December in Q4 2021 and has held it in 16 quarters since.
  • 149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.